Fee Structure of Direct Plans:
Fees | Hurdle | Performance fees* |
---|---|---|
0.95% p.a. no variable fees | - | - |
0.65% p.a. + variable fees | 8% | 14% on returns above hurdle |
- Comprises of 65% dynamically managed debt across duration and credit & 35% Upswing stocks
- To deviate less from initial capital and generate debt plus returns for FD investors, investors seeking rental yield from property investments and offering a low risk alternative for Hybrid fund investors where the risk is more than perceived
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